Broker Check

Who We Serve

Are you looking for a Financial Planning Firm? Take a look at the categories below to see if you might be the perfect fit for a partnership with Schmerling Financial Group.

Investors, Early to Mid-Career (Growth Mode):

Investors, Early to Mid-Career (Growth Mode):

I’m looking for:

  • A one-stop shop for all my financial needs. Such as investment planning, tax planning, estate planning, etc.
  • A holistic view of my financial picture.
  • Help with simplifying my complex financial needs including equity compensation.
  • Access to qualified professionals with deep knowledge and experience in personal finance and taxes.

Typical Investment for these clients: $250k in the near future

Investors Entering Retirement or Already Retired (Spend Mode):

Investors Entering Retirement or Already Retired (Spend Mode):

I’m looking for:

  • A one-stop shop for all my financial needs, a holistic view of my financial picture, help with simplifying complex financial needs, access to qualified professionals, PLUS:
  • Guidance on major retirement decisions.
  • Savings opportunities within all my investments.
  • Spending guardrails that match my values and goals.
  • A team who has my back.

Typical Investment for these clients: $1M

Investors with High-Net Worth (Maintain Mode):

Investors with High-Net Worth (Maintain Mode):

I’m looking for:

  • A one-stop shop for all my financial needs, a holistic view of my financial picture, help with simplifying complex financial needs, access to qualified professionals, PLUS:
  • Advanced estate, income tax, asset production, and philanthropic strategies for Ultra High-Net Worth (UHNW) and business owner clients.
  • Strategic, objective, and experienced transition advice to private business owners.
  • Integrated and tailored corporate trustee and estate settlement services for individuals and business owners.

Typical Investment for these clients: $10M

Have a Question?

Thank you!
Oops!